Two-Thirds of RIAs Open to Recommending Annuities: Survey
September 2, 2020 by Michael S. Fischer
Sixty-eight percent of RIAs say they would consider recommending annuities to clients who ask about them, according to joint research released Tuesday by RetireOne, a platform for fee-based insurance solutions, and Jackson National Life Insurance Co.
The remaining third of RIAs in the study said they would not recommend an annuity because of cost, lack of liquidity or complexity.
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Originally Posted at ThinkAdvisor on September 1, 2020 by Michael S. Fischer.
Categories: Industry Articles